SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.59M
3
+$1.48M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.32M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Top Sells

1
+$1.97M
2
+$1.25M
3
+$1.1M
4
STT icon
State Street
STT
+$990K
5
COP icon
ConocoPhillips
COP
+$916K

Sector Composition

1 Healthcare 11.4%
2 Technology 10.58%
3 Consumer Staples 7.13%
4 Industrials 6.87%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$6K ﹤0.01%
295
777
$6K ﹤0.01%
163
778
$6K ﹤0.01%
+122
779
$6K ﹤0.01%
250
780
$5K ﹤0.01%
520
781
$5K ﹤0.01%
165
+65
782
$5K ﹤0.01%
138
783
$5K ﹤0.01%
100
784
$5K ﹤0.01%
156
785
$5K ﹤0.01%
136
-112
786
$5K ﹤0.01%
71
787
$5K ﹤0.01%
350
788
$5K ﹤0.01%
150
789
$5K ﹤0.01%
283
790
$5K ﹤0.01%
+123
791
$5K ﹤0.01%
375
+100
792
$5K ﹤0.01%
200
+100
793
$5K ﹤0.01%
+100
794
$5K ﹤0.01%
+314
795
$5K ﹤0.01%
140
796
$5K ﹤0.01%
300
797
$5K ﹤0.01%
131
798
$5K ﹤0.01%
47
799
$5K ﹤0.01%
+260
800
$5K ﹤0.01%
22
+8
30 31
32
33 34